Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPBDX (UBS CORE PLUS BOND FUND CLASS P) | NA | 1.94% | 2.76% | 2.60% | 2.46% | 3.21% | 4.26% | … | … |
Data as of 12/30/2016, Common starting date is 12/20/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPBDX (UBS CORE PLUS BOND FUND CLASS P) | 12/20/1995 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.94 | 2.76 | 2.60 | 2.46 | 3.21 | 4.26 | … | … | 1.82 | -0.20 | 6.91 | -1.05 | 5.77 | 7.62 | 7.71 | 10.89 | -14.01 | 1.67 | 4.36 | 2.21 | 4.10 | 3.81 | 9.12 | 8.99 | 14.18 | -1.03 | 8.35 | 8.16 | 3.55 | 0.68 |
| Sharpe Ratio | NA | 0.54 | 0.89 | 0.88 | 0.54 | NA | NA | … | … | 0.50 | -0.07 | 3.14 | -0.38 | 2.30 | 1.98 | 2.18 | 2.11 | -2.41 | -0.43 | 0.45 | 0.02 | 0.86 | 0.75 | 2.02 | 1.07 | 2.30 | -1.04 | 1.48 | 1.24 | 0.01 | 7.72 |
| Standard Deviation(%) | NA | 3.22 | 3.00 | 2.89 | 3.80 | NA | NA | … | … | 3.23 | 3.44 | 2.19 | 2.87 | 2.51 | 3.84 | 3.50 | 5.12 | 6.18 | 3.11 | 2.43 | 2.32 | 3.68 | 4.17 | 3.97 | 6.36 | 4.39 | 4.07 | 3.39 | 3.71 | 5.73 | 3.85 |
| Draw Down(%) | NA | 4.28 | 4.28 | 5.17 | 18.60 | NA | NA | … | … | 4.28 | 3.04 | 0.87 | 5.17 | 1.19 | 2.11 | 2.78 | 2.20 | 18.33 | 2.56 | 1.48 | 1.77 | 4.22 | 4.45 | 2.04 | 4.02 | 3.09 | 3.94 | 2.44 | 3.02 | 4.90 | 0.29 |
| Yield(%) | 0.00 | 1.85 | 2.68 | 2.74 | 3.49 | 3.87 | 4.68 | … | … | 1.85 | 2.43 | 3.68 | 2.75 | 2.92 | 3.08 | 5.33 | 5.96 | 7.05 | 5.00 | 4.33 | 4.40 | 4.48 | 4.23 | 5.06 | 5.35 | 10.46 | 7.10 | 5.66 | 5.36 | 5.73 | 2.01 |
Data as of 12/30/2016, Common starting date is 12/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPBDX (UBS CORE PLUS BOND FUND CLASS P) |
-3.62%
Nov 2005 – Nov 2008 |
-1.04%
Feb 2004 – Feb 2009 |
2.52%
Nov 2006 – Nov 2016 |
3.22%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPBDX (UBS CORE PLUS BOND FUND CLASS P) |
11.77%
May 2000 – May 2003 |
8.47%
Aug 1996 – Aug 2001 |
6.54%
Aug 1996 – Aug 2006 |
5.10%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart